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Brown Financial Advisors’s IBM IBM Stock Holding History

Brown Financial Advisors’s Portfolio IBM Stock Details IBM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$390K Buy
1,607
+154
+11% +$41.7K 0.15% 132
2025
Q4 		$430K Buy
1,453
+68
+5% +$20.4K 0.16% 131
2025
Q3 		$391K Buy
+1,385
New +$363K 0.14% 130

Other funds holding IBM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Brown Financial Advisors's IBM Position: Q1 2026 in Review

Brown Financial Advisors increased its IBM (IBM) stake by 11% in Q1 2026, buying an estimated $41.7K and bringing the position to 1,607 shares worth $390K. The position accounts for 0.15% of the portfolio, ranked #132.

Brown Financial Advisors first reported a position in IBM in Q3 2025 and has held it in 3 quarters since. The position peaked at $430K in Q4 2025. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Brown Financial Advisors held 1,607 shares of IBM worth $390K as of Q1 2026.
  • Brown Financial Advisors bought 154 IBM shares in Q1 2026, an estimated $41.7K.
  • IBM made up 0.15% of Brown Financial Advisors's portfolio in Q1 2026, its #132 holding.
  • Brown Financial Advisors first reported a position in IBM in Q3 2025 and has held it in 3 quarters since.
  • Brown Financial Advisors's IBM position peaked at $430K in Q4 2025.
  • 3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Brown Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.